🔍 What it is: #
Payment reports show the transactions and payments that have been made within your CRM — tracking invoices that have been paid, the payment method used, and payment dates.
✅ How to Use: #
- Go to:
Reports > Payments
- Filter by:
- Date range
- Payment method (credit card, PayPal, bank transfer)
- Payment status (successful, pending, failed)
- The report will show:
- Total payments received
- Payment method breakdown
- Unpaid invoices
- Export the data for further analysis.
💡 Pro Tip: #
Track payment trends (e.g., which payment methods are most popular) to adjust your payment options or incentivize preferred payment methods.